Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Nas - Thanks vm for the info.
Interesting bit for me is that "Azule" is BP& ENI.
The deal struck, broadly, is a Farmin @ approx 40% JV with Azule becoming Operator.
Similar to CEG/Chevron.
Might be an indication of how The Namibia/South American Margin is being correlated.
GLA
IK
Rampers and Trolls please stop this B/S of scoring points or "Cheerleading" your cause.
If you are a PI trader trying to influence then believe me you have no chance when a share is in play!
Which CEG now is.
I am not trying to be right but experience tells me that the Pros are involved here for reasons mentioned previously AND other reasons.
The easiest way to influence/play a predominantly RETAIL orientated share is to make them nervous and then you get
volatility which plays into their Day/week traders' hands.
This share/environment/oil region is in play but also in limbo awaiting some concrete facts to latch onto.
There is NO NEW NEWS!
My advice is keep quietish for now except to impart genuine info and wait and see.
We can still have some fun on this Board but please cut the CARP.
GLA
IK
XXX
JBT - As the PM would say @ PM's Questions:-
I refer to the answer I gave earlier.
GL
IK
IN4 - Morning.
I would have thought he would have reduced his "load" if he is "balls deep."
Afterall that is way to augment a family!
GL
IK.
JBT Thanks - excellent balanced post. States it as it is without bias.
GL
IK
Willec thanks for that background info.
Interesting thing for me is that Namcor only got a 20% share out of Chevron!
I know Namibia probably get tax revenue etc to take into consideration on the deal
but nevertheless - Well done Eytan for us @ 40%!
GLA
IK
Nas - Real friendly word - the only reason I alluded to SIE is it is correlated to CEG.
If you talk about other stocks you give ammo to the defamers/disclaimers/Trolls etc. on here .
You do not deserve their attention so please beware mon ami.
XX
GL
IK
Nas - Thanks vm for the info.
I bgt a few SIE the other day based on recent events.
Cheers.
GL
IK
Normas - Good spot mon ami
"Entered an agreement to assume a 60 percent operated interest in Uruguay’s AREA OFF-1
offshore exploration block, subject to customary closing conditions."
That is quite a positive development for the unsure prospective shareholder I would suggest as Chevron have gone in print as to the deal.
GLA
IK
Willec relax mon ami - Your fellow Ramper (for 2 Minutes again) - is at hand.
CHARLESTON has been making investments globally in E&P since 2016 and has been the cornerstone shareholder in SINTANA Energy Inc, a TSX-listed exploration company since 2019. Sintana maintains an indirect interest in a portfolio of exploration licenses in Namibia including in the emerging Orange Basin, where several multi-billion-barrel discoveries have been made by Shell, TotalEnergies and Galp Energia. As a result of its early entry and the subsequent exploration success, Sintana’s share price has appreciated more than six-fold in the past two years.
Q.E.D. JB
GLA
IK
Oh Willec get a grip of course I meant 0.002p TO BE EXACT!
Only you could think I meant 20p!!
x
Willec - I know I will lose all credibility here - If I have ever had any after JB's assasination - But I think we hit 20 by end of month - yep - I 've just become a Ramper (for a minute or two) - Why? - The facts are alligning and because The trolls are trying to persuade non investment and this one is a good chance - Folks in a few months time will be saying to them selves OH I wish, If only etc - ALL IN MY HUMBLE OPINION
Another way of putting it is - JB and Co will have peeeed on peoples chips.
GLA
IK
Hi Druid
Sorry a bit confused by your posts - which previous farmin are you referring too please?
IK
In4 - Thks vm for that info, much appreciated.
I guess if we have deeper pockets, hopefully, post Uruquay success, our growth could be exponential.
I suspect you are originally a CERP investor whereas I am a BPC veteran.
Originally a follower of Alan Burns.
One could argue that with deeper pockets (and maybe a friendly successful partner) The Bahamas might still be a play for the future.
I know that is going to give The Trolls food for disparagement but my argument still stands that we drilled against all the odds and failed on the first attempt. Virtually every exploration region fails on its first attempt. You need to be a major with deep pockets to have PERSEVERANCE. - Yep! pun intended.
OK pie in the sky maybe or at this time of night maybe I'm dreaming!!!
Have a good weekend.
Cheers.
IK
GLA.
In4 Thanks vm for elucidation and indeed insight into something v useful FMI.
Cheers.
GL
IK.
Normas - correct - primary guide is MKT CAP@100 mill.
In4cedros - (what is the derivation of your name please ?????!!!!)
A superb comparison. History does not dictate the future. e.g. Otherwise we might have a 6 day ME war now.
Times and things change.
The question really for The Trolls is: How old are you and can you teach old dogs new tricks?
GLA
IK
All of your observations and ideas have no basis or rationale JB except to vent your spleen against BPC.
I would remind you that despite all your incorrect dialogue about BPC/CEG failing as a company in The Bahamas - They did succeed in raising monies against all the odds and did succeed in drilling a well against all the odds.
The ONLY failure they had was not hitting oil.
Well my friend that is oil exploratio0n for you and AIM.
Get over it and realise that you backed a duster.
Your fault no one else's!!
IK
Lots of buying over last couple of weeks but price struggling to move much higher.
I wonder if someone who is going to get 8%+ of shares @ 0.00168 might have a vested interest in suppressing the price until deal signed sealed delivered etc?
GLA
IK
P.S. I did mention a whale in the water a few days ago - could be related to above observation?
Sorry you non believers - Think there is a whale in the water pushing price down with minnow trades and then scooping up through trawling nets and yep big aggregate trade appears at 17.00 hrs.
Classic!
IMHO
GLA
IK